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iShares S&P Small-Cap 600 Growth ETF

684 hedge funds and large institutions have $3.39B invested in iShares S&P Small-Cap 600 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 207 increasing their positions, 210 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $308K

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

1% more funds holding

Funds holding: 679684 (+5)

0.69% more ownership

Funds ownership: 57.74%58.44% (+0.69%)

1% less capital invested

Capital invested by funds: $3.41B → $3.39B (-$22.9M)

1% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 210

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
684
Holders Change
+5
Holders Change %
+0.74%
% of All Funds
9.88%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.17%
New
55
Increased
207
Reduced
210
Closed
39
Calls
$1.46M
Puts
$308K
Net Calls
+$1.16M
Net Calls Change
-$463K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
76
SOA Wealth Advisors
New York
$7.68M -$420K -3,287 -5%
CWM
77
Cordatus Wealth Management
Pennsylvania
$7.18M +$7.15M +55,902 New
MML Investors Services
78
MML Investors Services
Massachusetts
$7.11M -$463K -3,621 -6%
NOI
79
Newton One Investments
Delaware
$6.96M +$49.2K +385 +0.7%
IFS
80
Ifrah Financial Services
Arkansas
$6.93M -$114K -895 -2%
PL
81
Polianta Ltd
Jersey
$6.87M -$89.5K -700 -1%
SPC
82
Sigma Planning Corp
Michigan
$6.87M -$103K -804 -1%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$6.82M -$54.1K -423 -0.8%
WSFS
84
Wilmington Savings Fund Society
Delaware
$6.81M -$195K -1,521 -3%
AFG
85
Atomi Financial Group
New York
$6.8M +$2.6M +20,363 +63%
ITC
86
Inspire Trust Company
Nevada
$6.76M +$1.66M +13,000 +33%
RFC
87
Regions Financial Corp
Alabama
$6.69M -$870K -6,798 -12%
KAS
88
Kestra Advisory Services
Texas
$6.67M +$1.83M +14,280 +37%
MCCA
89
Mill Creek Capital Advisors
Pennsylvania
$6.55M
KPWS
90
Kestra Private Wealth Services
Texas
$6.54M +$317K +2,476 +5%
ACIM
91
Azimuth Capital Investment Management
Michigan
$6.51M +$6.49M +50,705 New
JE
92
JMAC Enterprises
Pennsylvania
$6.27M +$81.1K +634 +1%
CSA
93
Cottage Street Advisors
Massachusetts
$6.24M -$398K -3,110 -6%
CA
94
Centerpoint Advisors
Massachusetts
$6.22M -$104K -814 -2%
JWA
95
JFS Wealth Advisors
Pennsylvania
$6.17M +$306K +2,389 +5%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$6.12M +$33.9K +265 +0.6%
JWCA
97
J.W. Cole Advisors
Florida
$5.88M +$11K +86 +0.2%
APF
98
Alaska Permanent Fund
Alaska
$5.87M
GLA
99
Great Lakes Advisors
Illinois
$5.77M -$30.1K -235 -0.5%
MBI
100
May Barnhard Investments
Maryland
$5.53M -$812K -6,351 -13%